KWM

Kingsman Wealth Management Portfolio holdings

AUM $180M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.6M
3
+$12.2M
4
AAPL icon
Apple
AAPL
+$9.42M
5
GE icon
GE Aerospace
GE
+$7.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.41%
2 Communication Services 12.15%
3 Financials 11.95%
4 Industrials 11.77%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$339K 0.25%
+363
52
$338K 0.25%
+6,783
53
$333K 0.24%
+2,008
54
$328K 0.24%
+1,692
55
$299K 0.22%
+1,112
56
$292K 0.21%
+1,715
57
$283K 0.21%
+3,175
58
$274K 0.2%
+1,005
59
$271K 0.2%
+579
60
$252K 0.18%
+816
61
$245K 0.18%
+549
62
$244K 0.18%
+1,896
63
$211K 0.15%
+1,009
64
$200K 0.15%
+3,852
1 2
3